Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
How to Talk to Clients Who Fear the End of the Bull Market
By Dave GilreathVolatility is back, but that doesn't mean a bear market is around the corner.
September 09, 2024
How to Benchmark a Client Portfolio: Christine BenzGauging performance and suitability involves more than looking at major market indexes, Morningstar's retirement expert writes.
September 06, 2024
Clients Don't Need Big Magificent 7 Holdings: Schwab's SondersThere are many opportunities outside the mega-cap tech stocks, according to the investment strategist.
September 05, 2024
10 Reasons Stocks Don't Go Up ForeverClients who are newer to investing might be blinded by recent history. Here's what to tell them.
September 03, 2024
S&P 500 Sees Biggest Slide Since August MeltdownThe S&P 500 dropped 1.6%, with the gauge drifting down toward 5,550. The Nasdaq 100 slid 2.5%.
September 03, 2024
New Ways to Help Clients Move Beyond the 60/40 PortfolioOptions-based, structured outcome strategies that precisely manage risk are stirring advisors' attention.
August 28, 2024
Buffett's Berkshire Hathaway Tops $1 Trillion in Market ValueThe company's stock has gained 30% in 2024, not far behind the so-called Magnificent Seven.
August 26, 2024
Goldman's Rubner Sees New S&P High This Week"There is a very positive three-week equity trading window until Sept. 16," the managing director says.